PerfexCRMInstall

Summary

Retrieve multiple proposals from PerfexCRM with optional filtering, pagination, and limit controls.

Inputs

• Return All — Set to true to retrieve all proposals without limit.
• Limit — Maximum number of proposals to return (used if Return All is false).
• Offset — Number of proposals to skip before starting to return results (used if Return All is false).
• Filters — Optional filters to narrow results by assigned staff ID, date ranges (proposal date and open till date), project ID, related item ID and type, search text within subject or content, and status.

Output shape

a list of proposal objects as returned by the PerfexCRM API

Pagination is controlled by the Return All, Limit, and Offset parameters. Filters map directly to API query parameters with date strings formatted as needed. Errors are returned in error objects when continueOnFail is enabled.

Examples

Example 1: Fetch up to 50 proposals assigned to staff ID 5 created after 2023-01-01

Return All: false, Limit: 50, Offset: 0, Filters: assigned=5, date_from=2023-01-01